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Why (and How) the Solar Finance Market is Changing in This Crisis

May 20, 2020

The renewable energy asset class in the U.S., particularly solar and wind projects, is something of a safe haven for investors looking for non-correlated, stable, dollar-denominated long-term cash flows. But the solar market, like every sector of our economy, is changing amid the COVID-19 pandemic.

It is tempting to collapse these changes into a simple takeaway, “tax equity is fine” or “rates haven’t changed.” But the $20+ billion financial market supporting the solar industry is anything but simple, and COVID-19 will have different impacts on different segments of the industry and different players within those segments.

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